Pete Sessions Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed November 25, 2013. Includes 30 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$195K

2013 annual disclosure

Total Assets

$90K - $300K

30 assets

Total Liabilities

0 liabilities

Total Trades

537

From PTR filings

Trade Volume

$18.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.1M
2009	$3.3M
2009	$2.7M
2010	$6.5M
2011	$4.3M
2012	$323K
2013	$195K
2013	$381K

Assets by Category

Gov. Securities$163K (5)

Mutual Funds$33K (1)

Stocks$0 (16)

Other$0 (6)

Real Estate$0 (1)

Bank & Cash$0 (1)

Top Stock Holdings (from trades)

AT&T Stock - ComputershareT

$550K

AT&T Stock Savings Plan (Not self Directed)T

$525K

Johnson & JohnsonJNJ

$471K

BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI

$440K

Verizon Communications Inc.VZ

$430K

Apple Inc.AAPL

$382K

All Assets (30)

Asset	Type	Owner	Value	Income
Susquehanna Bancshares(SUSQ)	Stocks	Self	N/A	Dividends
SunTrust Banks(STI)	Stocks	Self	N/A	Dividends
SVB Financial Group(SIVB)	Stocks	Self	N/A	Dividends
Symmetry Corp	Stocks	Self	N/A	None
UTX CDS Inc	Stocks	Self	N/A	None
United Bankshares(UBSI)	Stocks	Self	N/A	Dividends
United Technologies(UTX)	Stocks	Self	N/A	Dividends
UnitedHealth Group(UNH)	Stocks	Self	N/A	Dividends
United Road Services	Other	Self	N/A	None
Liberty Trust	Other	Self	N/A	None
Valero Energy(VLO)	Stocks	Self	N/A	Dividends
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends
Ameriprise Financial(AMP)	Stocks	Self	N/A	Dividends
Analyt Capital Management	Other	Self	N/A	None
AMG National Trust Bank	Other	Self	N/A	Interest
Foster Community Investments	Other	Self	N/A	None
BP plc(BP)	Stocks	Self	N/A	Dividends
Parker Drilling Company(PKD)	Stocks	Self	N/A	None
Master Limited Partners	Other	Self	N/A	Other
Crescent Real Estate	Real Estate	Self	N/A	Rent
External Credit Union	Bank & Cash	Self	N/A	Interest
Extra Space Storage(EXR)	Stocks	Self	N/A	Dividends
Exxon Mobil Corporation(XOM)	Stocks	Self	N/A	Dividends
Knoll Inc.(KNL)	Stocks	Self	N/A	None
Schwab Government Money Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Florida State Board Bond Florida, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Fulton County GA Development Bond Fulton County, GA, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Illinois Housing Development Bond Illinois, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
New Jersey State EDL Bond New Jersey, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
State University of Iowa Bond Iowa, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Communication Services$2.2M

Real Estate$336K

Energy$827K

Technology$1.5M

Healthcare$1.3M

Financial Services$1.4M

Consumer Defensive$844K

Basic Materials$203K

Industrials$912K

Utilities$553K

Consumer Cyclical$629K

Insurance$8K

Services$81K

Retail Trade$170K

Manufacturing$24K

Banking$65K

Pete Sessions trades Wealthiest members Most active traders TX delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).